PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
-0.56%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$820M
AUM Growth
-$30M
(-3.5%)
Cap. Flow
-$24.1M
Cap. Flow
% of AUM
-2.94%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
185
New
7
Increased
55
Reduced
59
Closed
–
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.72M |
| 2 |
3M
MMM
|
$1.25M |
| 3 |
Amgen
AMGN
|
$971K |
| 4 |
IBM
IBM
|
$670K |
| 5 |
Becton Dickinson
BDX
|
$577K |
Top Sells
| 1 |
Apple
AAPL
|
$35.2M |
| 2 |
Exxon Mobil
XOM
|
$967K |
| 3 |
Target
TGT
|
$367K |
| 4 |
Microsoft
MSFT
|
$366K |
| 5 |
Wells Fargo
WFC
|
$321K |
Sector Composition
| 1 | Technology | 20.83% |
| 2 | Healthcare | 17.91% |
| 3 | Consumer Staples | 13.93% |
| 4 | Industrials | 12.55% |
| 5 | Financials | 9.66% |
